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  • IRA Rollover Gifts

    An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

  • Express your values with a gift through your will or estate

    • Create a legacy that expresses what is important to you and your family
    • Help provide the best care, best experience for patients and their family
    • Further innovative medical research

  • A way to give and receive

    Is a Charitable gift Annuity right for you?

    • Make a gift to support causes you care about
    • Receive cash payments for life based on your age
    • Remainder of gift creates your legacy

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Give It Twice Trust - Help Family and Charity

You may be looking for a way to provide your children with income while making a gift to Regions Hospital Foundation. The "give it twice" trust is a popular option that allows you to transfer your IRA or other asset at death to fund a term of years charitable remainder unitrust. We call this kind of unitrust a give it twice trust because you can use the trust to pay income first to your family for a number of years and then distribute the balance of the trust to charity.

Give it Twice Trust
IRA
Unitrust
Children
Regions Hospital Foundation
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Benefits of a give it twice trust

  • Use the full value of your unused retirement account to provide income to your surviving spouse and to provide income to children or other loved ones for a specified period of time
  • Create an estate tax deduction and savings from the charitable gift
  • Support the important charitable work of Regions Hospital Foundation

How a give it twice trust works

  1. We can help you and your attorney with the process of creating a charitable remainder unitrust.
  2. You complete an IRA or other retirement account beneficiary designation form, naming the charitable trust as the beneficiary, and return the form to the account custodian.
  3. When you pass away, the custodian will transfer your retirement account to the charitable trust.
  4. The trust will pay income to your spouse, children or other individual beneficiaries for their life, term of years or life plus term of years.
  5. At the conclusion of the payments, the balance of the trust will be transferred to Regions Hospital Foundation.

Contact us

If you have any questions about a give it twice trust, please contact us. We would be happy to assist you and answer any questions you might have. We would like to thank you and welcome you to the Regions Hospital Legacy Society.

Regions Hospital Foundation Letter of Intent

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